| Customer Testimonials |
 |
“Without the Navatar solution, I would probably need a back-office staff of 15 people to do this.”
|
|
Julian Koski
Managing Director, Guggenheim Investment Management |
|
 |
|
|
| |
| |
 |
“We looked at several systems but Navatar M&A, was clearly the best and most cost effective.”
|
|
Chris Rowe
Director, FourBridges Capital |
|
 |
|
|
| |
| |
 |
| “Navatar service has far exceeded my expectations. The personal service I have received has been amazing.” |
|
Jane Morris
Managing Director, Veritage Group, LLC |
|
 |
|
|
| |
| |
 |
“Excellent solution, excellent service and generally very helpful to our M&A business.”
|
|
Rienk Brouwer
Manager, Solveigh |
|
 |
|
|
| |
| |
 |
| “No other system captures the entire M&A process like Navatar does. It also removes the need for a small firm to hire consultants, IT staff or support people.” |
|
Kevin Tribe
Managing Director, Tequity Inc. |
|
 |
|
|
|
| |
| |
 |
| “I have had a very positive experience with the product. It is much more flexible and intuitive than other CRMs, and the service has been high quality.” |
|
Peter Early
President, Trend Capital |
|
 |
|
|
| |
| |
 |
“If not for their support, I would be lost.”
|
|
Laura Sage
Director of Marketing, Castle Creek Arbitrage |
|
 |
|
|
| |
| |
 |
“A real time saver and a stellar support team.”
|
|
Nora Brennan
Office manager, Catalyst |
|
 |
|
|
| |
| |
 |
| “Without Navatar's Private Equity, it would have taken us twice as many people to do the same work.” |
|
Sunny Vanderbeck
Managing Partner, Satori Capital |
|
 |
|
|
| |
| |
 |
“Important tool for productivity.”
|
|
Julio Ayca
Senior Investment Officer, Lafise Investment Management |
|
 |
|
|
| |
| |
 |
“Navatar saves us nearly $30,000 in IT costs every year.”
|
|
Martin Stein
Managing Director, Blackford Capital |
|
 |
|
|
| |
| |
 |
| “Navatar is a good product to keep everything organized. We use it regularly for all the deals, capital calls, reports, conferences, etc. and the support staff is always available to answer all the questions.” |
|
Mónica Navas
Adara Ventures |
|
 |
|
|
| |
| |
 |
“I would recommend it to any private equity professional.”
|
|
Luke Bateman
Senior Analyst, Lone Star Investment Advisors |
|
 |
|
|
| |
| |
 |
| “The Navatar Private Equity platform provides an excellent set of tools to manage the full private equity cycle. Thanks very much for all the help.” |
|
Jason Winship
Director, Partnership Capital Growth |
|
 |
|
|
| |
| |
 |
| “After evaluating dozens of products, we were sold on Navatar because of the price, the company's reputation, and the fit. We couldn't be happier. The support team is incredible - I don't worry that the meter is running when I have a question.” |
|
Scott Holley
Vice President, Harken Capital |
|
 |
|
|
| |
| |
 |
| “I would recommend this product to any mutual fund company trying to track sales, contacts, and business opportunities.” |
|
Sam Saladino
Manager, Trinity Fiduciary Partners |
|
 |
|
|
| |
| |
 |
| “Navatar allows us to build real institutional memory. The platform is very easy to use and highly customizable. Customer service is first-rate. Everyone at Navatar is always eager to help.” |
|
Sam Glass
Partner, Artis |
|
 |
|
|
| |
| |
 |
| “The tool is very easy to handle and the support in case of questions is very good.” |
|
Michael Dieckell
Managing Director, FFM |
|
 |
|
|
| |
| |
 |
| “The Navatar team is very knowledgeable and helpful and Navatar offers a very cost effective and feature rich solution versus the annual licence providers.” |
|
Anthony McNaughten
Strategic Capital |
|
 |
|
|
| |
| |
 |
| “We saw in Navatar a unique combination – a solid understanding of financial services and complete mastery of the salesforce.com platform.” |
|
Matt Broom
Partner, Tori Global |
|
 |
|
|
| |
| |
 |
| “We performed a thorough analysis of CRM software for private equity. Our decision to go with Navatar CRM was a good one.” |
|
David Campbell
Principal, Lorem Partners |
|
 |
|
|
| |
| |
 |
| “All other things being more or less equal, Navatar Private Equity mitigates risk since our data will sit in salesforce.com's cloud, as opposed to some local provider's.” |
|
Robert Heimann
Principal, River Cities Capital Fund |
|
 |
|
|
| |
| |
 |
| “We subscribed to Navatar Group's Private Equity CRM for force.com since it came with all the features and functions needed to automate our operations, out-of-the-box. We did not require any hardware, software or programming.” |
|
Eric Hargrove
Marketing Associate, GKM Newport |
|
 |
|
|
| |
| |
 |
| “Good platform, reporting and dashboard feature is useful, outlook sync is good, overall a very good business tool. I would recommend the product to advisor's looking for a good CRM system.” |
|
Gregg Farrauto
Owner and CEO, Farrauto Wealth Management |
|
|
|
|
| |
| |
 |
| “Navatar Private Equity has enabled us to manage fundraising, capital commitments, deal flow and portfolio performance with minimal IT resources or support costs.” |
|
Denise Dickens
Investor Relations and Marketing, MidOcean Partners |
|
 |
|
|
| |
| |
 |
| “We are extremely impressed with the breadth and depth of functionality. Their team clearly brings a solid understanding of the private equity world.” |
|
Perry Steiner
Partner, Arlington Capital Partners |
|
 |
|
|
| |
| |
 |
| “We found Navatar's Mutual Fund Cloud for salesforce to be the most complete out-of-the-box product for our industry.” |
|
Jeff Brainard
CFP, CFS, Vice President, ALPS Distributors & Select Sector SPDRs |
|
|
|
|
| |
| |
 |
| “We were pleasantly surprised by the features and functions provided by Navatar Group's Private Equity Cloud for force.com. It is improving efficiency throughout our organization.” |
|
Wing Keith Summers
Chief Operating Officer, Crestview Advisors |
|
|
|
|
| |
| |
 |
| “Cloud computing is a no-brainer in enabling hedge funds to do more with less. Navatar CRM for hedge funds helped us get up and running in the shortest timeframe.” |
|
John Quinlan
Head, Sales & Operations, Kelvingrove Partners |
|
|
|
|
| |
| |
 |
| “Navatar CRM product for brokerage business, built on salesforce.com’s platform, gives us the easiest and most cost-effective way to manage the transactions and activities of our widespread broker base.” |
|
Navdeep Varshney
CEO, R K Stockholdings |
|
|
|
|
| |
| |
 |
| “No other system captures the history and feedback like Navatar M&A does. The support has been great, even when we have had some problems, someone always gets back with us in a timely manner.” |
|
Jeanna Davis
Adminstrative Assistant, FourBridges Capital Advisors |
|
|
|
|
| |
| |
 |
| “Just moved to Navatar and have been really impressed by the level of support available. The team have been very helpful and no problem seems too small. Overall I am very happy.” |
|
Edward Sutro
Head of Investor Relations, Beach Horizon LLP |
|
|
|
|
| |
| |
 |
“Quick turnaround time to get a live customer service rep online to walk you through any questions that you have on Navatar.”
“Each month we are using more functions of the product.” |
|
Reid Nahm
Partner, Director, Guepardo Investimentos |
|
|
|
|
| |
| |
 |
| “Excellent for managing current and potential investor contacts. Support from Navatar is quite responsive. Every few months I request and have a GoToMeeting and get a few new pointers. Having Navatar manage my investor contacts provides the most important function in fundraising: follow-up. I recommend this tool.” |
|
Blair Sanford
Founder / Portfolio Manager, Burlingame Asset Management, LLC |
|
|
|
|
| |
| |
 |
| “Navatar is an excellent product for the financial service sector. Out of the box it has a good general structure and layout, but it is the robust and easily picked up customisation tool that really makes the product shine. Structures can be rapidly created and deployed to capture virtually any required data, irrelevent fields removed form the basic setup and pages completely reorganised to suit the user's specific requirements, making it an excellent choice for smaller or niche firms. Support is thorough and usually very prompt, supplied by a team who clearly know their product inside out.” |
|
Philip Davies
Associate, Sussex Partners |
|
|
|
|
| |
| |
 |
| “Navatar takes a little getting used to, but once you are familiar with the system you will find it to be very user friendly. I have found the support team to be very responsive to ideas and open to suggestions. All in all, Navatar has served as a useful tool and will only become more valuable as we continue to tailor the tool to serve our company's needs.” |
|
Brittanny Erickson
Parallax Fund |
|
|
|
|
| |
| |
 |
| “Product is very reasonable priced but still offers a lot. Once you come to grips with it, it is pretty straight forward and easy to use. I can only recommend Navatar.” |
|
Katrin Bulach
Marketing & Investor Relations, Numen Investments |
|
|
|
|
| |
| |
 |
| “Navatar PE for salesforce is an excellent tool to help keep our PE firm organized in regards to our deals. Their support system is truly top of the line and I look forward to continue learning more about this app.” |
|
Jamie Severin
Arlington Capital Partners |
|
|
|
|
| |
| |
 |
| “This product is very helpful for our organization. Very customizable and the support to update and add new features is very helpful.” |
|
Josh Damon
Vice President, Torch Lake Capital Management LLC |
|
|
|
|
| |
| |
 |
| “We are quite satisfied with the service and the system. It pretty much meets our needs, and helps us keep all the necessary information in one database. The search is pretty simple. The system is user friendly and easy to work with.” |
|
Rama Paluly
Office Incharge, Terra Venture Partners |
|
|
|
|
| |
| |
 |
| “We have been using Navatar for some time now and having been a salesforce user previously, we have been impressed with the enhancements that Navatar offers. The team have thought in depth about our business and our specific requirements. They have risen to the task and we now have a comprehensive contact management system in place. Furthermore, when we have had questions there has always been someone on hand to assist us at short notice. Navatar's customer service is exceptional which adds to the good experience that we have had using Navatar.” |
|
Adrian Rickett
Managing Director, Distinction Capital aka ARM Capital |
|
|
|
|
| |
| |
 |
| “Great technology and support. The team has helped me set up exactly the mutual fund tracking needed for our company. When I have a problem, they have set up a meeting and helped me with a solution. When we have needed services, they have responded promptly. They have set up meeting right away. I would recommend this product to any mutual fund company trying to track sales, contacts, and business opportunities.” |
|
Nancy Benson
President, Epiphany Funds |
|
|
|
|
| |
| |
 |
| “I'm a novice user of the Navatar Mutual Fund platform and have learned a lot from their support team.” |
|
Margie Martinez
Office Manager, Jones Villalta |
|
|
|
|
| |
| Please contact us at 212 461 2140 or sales@navatargroup.com. We would love to hear from you. |
| |
